PDM…Do We Need It?
To begin I want to use the disclaimer that I have never used PDMWorks Enterprise and I have dabbled with PDMWorks Workgroup every now and then but have never officially set anything up. So I ask myself the question…Do we really need it to be efficient in our daily activities or is it just going to add more work for the designers when they are working on a project?
During the “What’s New In 2009″ presentation at the SolidWorks 2009 Press Launch Event in Barcelona, Spain I began to notice some cool functionality that really caught my eye. Mark Schneider and Neil Cooke were working side by side on models during the presentation showing some of the new functionality and while they were swapping files and updating each other’s files I kept noticing this pop up box that would appear telling them what had changed in the model among other information. Now that we have moved into our new building and all of the engineers are no longer sitting in the same open room with our backs to each other the need for a better way to communicate has presented itself to us. So again I ask myself…Is it really worth it, even in a 4 person engineering department?
The answer is a resounding YES! The ability to communicate design changes, control revisions, roll back designs to previous revisions and provide a better audit trail are just a few of the reasons why this has become necessary for our company to investigate. I am not saying that we are going to jump in with both feet into the PDMWorks Enterprise package, but I think that PDMWorks Workgroup will be a start for us in the process of making our workflow among our designers smoother than it is right now. The benefits of a program like this are immense when you begin to look at it closely. I want to go over a couple of the big “selling points” for me personally on having a PDM program such as this.
DESIGN COMMUNICATION
How many times have all of us opened a design that we did originally and things were changed but you have no idea what was changed or what was affected because of it. This happens a lot in a multi user environment I believe. With a PDM solution such as Workgroup or Enterprise you can now let the other designers know what you changed, when you did it and why. A tool like this would eliminate your searching through the design, then searching for the other designer who changed it the design and then waiting for him or her to remember what they did 1 month ago or longer. Wouldn’t it be easier to just have a screen that pops up and tells you the information that you need? This is not only a time saving feature but a feature that will improve your daily design and updating process’s.
REVISION CONTROL
Have any of you opened a file that you made and notice a change right away that you didn’t make but the revision is the same as was in the previously? I have and it is very frustrating because how do you know what version you are supposed to be using and if it is part you manufacture it can quickly turn into a headache for the rest of the
company to try and determine which part is to which print or model. In our case it can be a costly problem because of how we interact with our CNC machinists who are basing all of their programming off of our models. The PDM products that SolidWorks offers, and I am guessing the other PDM software’s that are out there, will allow you to automatically roll revisions when you make a design change.
DESIGN ROLLBACK
Who has ever made a design change and after the first run with the new design has determined that the original design was still better? So now what do you do? Remodel it back to the original design? Do you try to re-associate an archive of that file back into the assembly it belongs to? There are probably hundreds of different ways that companies handle design changes and how they currently keep previous designs (if they do). This is another nice aspect of SolidWorks PDM solutions. It will automatically do this for you. No more trying to figure out how you did it the last time, where you saved the archived model, how you named it, etc. etc. etc. This is a very nice feature, especially when you have multiple people working on the same project and you run into the times when you would really like to see what the last design looks like.
BETTER AUDIT TRAIL
I am not going to touch on this one too much because I think that the title speaks for itself: Better Audit Trail. We are currently in the process of getting TS16949 certified after achieving our ISO 9001 2000 certification. As anyone knows that has ever been a part of such a process you will appreciate as much help as you can get for when you get audited.
CONCLUSION
In conclusion I am really looking forward to sitting down with this some more and setting it up at our company (when I get time). I am planning on attending some of the breakout sessions at SolidWorks WORLD in February that deal with these solutions. The more information the better is the way that I look at it. If you do not currently use a PDM program I highly suggest that you look into this as well. PDMWorks Workgroup comes with the SolidWorks Professional license and higher so you may already have it and just need to set it up like myself.
I want to thank Devon Sowell, Brian McElyea, Josh Mings and Ben Eadie for discussing this with me at the SolidWorks 2009 Press Launch Event. They are the ones that really got me thinking about it and I appreciate it. Be sure to check out all of their blogs and see what they have to say about SolidWorks and its partner and add on products.
8 Responses to “PDM…Do We Need It?”
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- - October 6, 2008

Jason,
Man I’m really digging the PDM stuff also. PDM has a good amount of advantages, but like you our company has a small group of users. I guess the major obstacle is the initial implementation. I can see the advantages, but getting past the implementation and training sure looks like a daunting task.
Mike
Thanks for the comment Mike!
That is going to be the biggest obstacle for me also. Implementation and then finding time to do it. Hopefully as I move more into my role as an administrator and less as a designer I will be able to tackle this. Talk to you later.
Jason
Jason,
Glad to see that you are considering a PDM solution. As I mentioned earlier, I would be running PDM even if I was working for myself at home! I am a firm believer in it!
Enterprise PDM will most likely be easier for users to grasp, as it is essentially the Windows Explorer interface, but Workgroup is fairly straightforward also. In my experience, most users should be able to be productive within one to two days. Where I used to work, I just had a short ~2 hour session where I showed everyone the ins and outs of Workgroup and answered questions. I had several questions in the following week or so, but everyone picked it up really quickly.
Enterprise wasn’t much different from the user’s perspective, just a one day training class and follow up questions to me. The setup of Enterprise is much more involved, of course.
Brian
http://www.cadfanatic.com/
Hello Jason-
Great topic! I’ve been using PDM Enterprise for about 14 months now and I highly recommend it. You’re correct, set up is where the most thought is needed, and then test, test, and test again.
Once set-up, it’s very easy to use.
If you or your user group ever wants a demo (without a sales pitch) let me know.
Devon
Thanks for the comments guys! I am really looking forward to setting it up as soon as I have time. I think it will be a big step forward for our engineering department.
Devon, I may take you up on that offer sometime. Thanks.
Jason
Jason,
I’d be asking SolidWorks some questions about their plans for WorkGroup. There is nothing listed for being new in 2009 and not much mention of the product on their new website. It begs the question, whats the future hold for the product? As someone who setup, maintains, and administers my company’s WorkGroup vault that now contains 12,300 unique file names and 33,000 unique document revisions it is something that I would like to know. Whats the plan SolidWorks, and why no information? Some speculate that it will eventually be Enterpise lite, but I’d rather know the plans and not speculate. I’d like to know whats happening with the product that houses the 10s of thousands of files we have in there.
All,
Great stuff here. First Jason PDM Workgroup is completly different than SolidWorks Enterprise PDM (EPDM). The workflow is more robust and that Notification featured you saw in Barcelona is powerful. Same notification can be sent through Email as well.
Implementation is the all so important factor in how well any PDM system is accpepted. A Quick Start Program has been developed by SolidWorks for use by VARs (if they want) to get companies through the initial stages. This offers a set of predefined task to be completed as an initial phase.
Take Devon up on his offer for a demo, EPDM 2009 has taken it to a new level. By the way, many small EPDM implementations exist versus starting off with PDM Workgroup.
Have fun!
-pat